Fiduciary advisors in Chattanooga, TN

Chattanooga, Tennessee

AegleWealth, founded in 2020 and based in Chattanooga, Tennessee, provides wealth advisory services to affluent families and individuals. The firm's founder, Stefanie, brings over a decade of experience from Bank of America/US Trust in areas including trust and estate planning, investment management across taxable and tax-deferred accounts, and charitable giving strategies. The firm's approach integrates financial planning with behavioral principles, helping clients develop strategies aligned with their life stage, business goals, and legacy objectives. AegleWealth addresses planning questions across wealth building, estate matters, and portfolio guidance for clients with complex financial situations.

Chattanooga, Tennessee

Barnett & Company, founded in 1983 and based in Chattanooga, Tennessee, provides financial planning, investment management, estate planning, and retirement planning services. The firm's portfolio manager and founder is Warren Barnett, and it holds the CLU credential. The firm takes an ongoing consultation approach to investment management, meeting regularly with clients to align strategies with changing financial goals and circumstances.

Chattanooga, Tennessee

Capital Square is a fee-only registered investment adviser founded in 2017 with offices across the Southeast, including Chattanooga, Tennessee. The firm provides retirement planning, portfolio management, education planning, estate and trust planning, 401(k) solutions, and annuity analysis, with a stated approach emphasizing disciplined portfolio construction, periodic reallocation, and customization to individual client circumstances. The advisory team includes multiple CFP® professionals and portfolio managers, with founding partners Notley Sidney Maddox (Chief Compliance Officer) and Stacy Womble Eaton leading the firm.

Chattanooga, Tennessee

Elevate Financial Planning & Wealth Management is a Chattanooga-based firm offering investment management and wealth management services. The firm uses a three-step approach—assessing household goals and financial circumstances, designing strategies to accomplish those goals, and implementing customized plans—and emphasizes a team-based methodology drawing on diverse professional backgrounds. The firm serves investors across various experience levels and backgrounds, prioritizing client-focused service from initial planning through ongoing follow-up.

Chattanooga, Tennessee

Bank-Affiliated

FirstBank Investment Partners is a bank-affiliated firm in Chattanooga, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chattanooga, Tennessee

George Wealth Management is an investment advisory firm in Chattanooga, Tennessee. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Chattanooga, Tennessee

Guardian Investment Advisors is an independent financial advisory firm based in Chattanooga, Tennessee, offering estate planning, financial planning, insurance analysis, and investment management services with a focus on estate planning. The firm emphasizes a relationship-driven approach that prioritizes understanding clients' values and circumstances before developing personalized retirement and investment strategies. Led by principal Garry Thurman and supported by a team that includes senior portfolio management and client relations specialists, the firm serves individuals and families across various life stages and portfolio sizes. Services include long-term care strategy evaluation, life insurance and annuity products, tax planning, IRA rollover guidance, and legacy planning.

Chattanooga, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chattanooga, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Chattanooga, Tennessee

Mountaintop Wealth, LLC is a fiduciary financial planning and investment management firm based in Chattanooga, Tennessee, founded by Roland McIntyre, a Certified Financial Planner and Certified Financial College Consultant. The firm serves families navigating college financing and retirement planning, particularly those with higher incomes who do not qualify for need-based aid. Mountaintop Wealth operates on a fee-only model, offering flat-fee and assets-under-management advisory services without accepting commissions from financial institutions.

Chattanooga, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Chattanooga, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Chattanooga, Tennessee

Paradigm Wealth Partners operates in Knoxville with an expansion location planned for Chattanooga, serving pre-retirees, career professionals, and business owners. The firm provides financial planning, investment management, retirement planning, and wealth management services through a team of financial advisors. Named advisors include Jonathan Bednar and Tim Fuller, who meet with clients regularly to monitor progress and adjust strategies as market conditions change.

Chattanooga, Tennessee

Precision Asset Management is an investment management firm based in Chattanooga, Tennessee that works with individual clients on financial planning across various life stages. The firm offers guidance on goal-setting, retirement planning, debt management, investment review, insurance protection, and estate planning matters including charitable giving and special needs considerations.

Chattanooga, Tennessee

Retirement Income Solutions of Chattanooga is an independent, fiduciary-regulated financial firm offering financial planning and investment management with a focus on retirement planning. Co-founded by Lindsey Cotter and Nathan Cox, the firm specializes in income-generating investment strategies and provides additional services including Social Security planning, estate planning, tax planning, and risk management. The firm serves clients seeking retirement income strategies and conducts educational workshops on financial topics.

Chattanooga, Tennessee

Rich DeWitt Wealth Management, based in Chattanooga, Tennessee, offers estate planning, retirement planning, and savings strategy services. The firm provides a range of investment products including equities, fixed-income securities, annuities, and education savings plans (529s), along with insurance products such as life and disability coverage. With over a decade of experience, the firm operates under a fiduciary standard and emphasizes client education and personalized financial planning tailored to individual circumstances and goals.